NATIONS FINANCIAL GROUP INC, /IA/ /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 60 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$214,035
+5.5%
6,684
+11.6%
0.02%
+4.8%
Q1 2023$202,933
-7.8%
5,991
-0.8%
0.02%
-19.2%
Q1 2022$220,000
-4.3%
6,039
+4.9%
0.03%
-13.3%
Q4 2021$230,0005,7570.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 190,224$5,005,0003.89%
One Capital Management, LLC 1,695,744$44,615,0002.63%
CGN Advisors LLC 320,389$8,429,0002.11%
STRINGER ASSET MANAGEMENT, LLC 39,563$1,042,0001.62%
Cornerstone Wealth Management, LLC 491,964$12,944,0001.44%
JOURNEY STRATEGIC WEALTH LLC 238,013$6,262,0000.84%
Kathmere Capital Management, LLC 152,444$4,011,0000.80%
Empirical Asset Management, LLC 20,097$529,0000.58%
Revolve Wealth Partners, LLC 47,872$1,260,0000.42%
Mendel Money Management 15,787$415,0000.26%
View complete list of WISDOMTREE TR shareholders